Qing Li. Project Engineer. Surbana.

I have known JJ since sec school days. His dedication, commitment and his passion to deliver can be seen in the way he assist to organize my portfolio and provide me with valuable financial advice and to share his knowledge whenever required, and providing me with alternative considerations. Although it is a relatively fresh start for him since making the step into financial planning, his ability to relate and share may be his greatest asset and for others to place their trust in him.

Guan Lingjing. Business Development Manager.

Ellie has done a thorough analysis of my current financial situation and helped to review on my insurance needs at my current stage of life. She has developed a well-structure financial plan tailor-made to my requirements and this helps me to manage my financial impact of risks and uncertainties. She went through the different financial planning stages and helped me understand better on my financial objectives. She is patient towards my requests and requirements and had come up with several financial plans for my consideration.

Angela. Accountant.

I enjoyed the sharing process by Ellie which gives me an overview of the types of protection one needs to secure over a lifetime. I like that Ellie reviewed my existing policies and assessed the shortfalls that I may have and recommended me policies that are beneficial to me :) She is also very detailed and explained in depth into the different policies that she recommended to ensure that I understand what I am getting out of it. She gave me a sense of assurance of what I am being protected against which is very important to me.

Joash Heng. Pilot. Republic of Singapore Air Force.

Rion has been a true friend, brother, with a passion in ensuring that my family are appropriately protected in tough times. I have known Rion for several years now, since the days he was my finance officer when he was working as a civil servant. His work ethics have remained unchanged – passionate, dedicated and driven. Rion makes the utmost effort in 1) understanding your needs, 2) designing a personalised portfolio that caters to your needs and 3) ensures you are NOT insured for things that are not applicable to you. Rion goes the extra mile for service – spending additional time to explain difficult but critical concepts in the simplest terms, and is willing to drop personal commitments to ensure that your needs are met. Rion is here to help, not sell. Look no further if you want an honest, truthful, pleasant experience with a peace of mind. Having policies is not enough; you need someone to execute your claims effectively and efficiently. With Rion in the industry for the long haul, you know that there’s someone you can count on for the years to come.

Kim. Senior Associate (Accounts & Finance)

Jiajun offers sound financial advices after understanding your needs and will have you covered with best interests at heart. He is patient in listening and always reaching out to his clients. His enthusiasm and dedication allows his client to have an ease of mind knowing that their portfolio is well managed

Alvin Toh.Finance Trader.ALV Financial Pte Ltd.

Jia Jun has been a close friend of mine for 17 years. Before he became a financial consultant, I knew little about financial planning. I had the most basic of life insurance plans and all my savings were in either self-chosen stocks or the bank. It was a tedious process choosing the right assets to buy and timing the market right and it would have been better to allocate some of my assets to a more passive form of investment. Jia Jun helped me upgrade my insurance for a more extensive coverage. He also helped me in choosing my investment plans, meticulously explaining every detail and nuance between the many different plans out there. Jia Jun is very professional and dedicated to his job and helping his clients. When i injured my eye in an accident, he took care of everything. He helped me with the filing of my report and I just had to hand him the receipts for my medical bills and everything was settled quickly. With him as my financial planner, I have a peace of mind knowing I can call on him anytime I have queries about insurance and financial planning matters.